Anic Equity¶
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Total return since start: 0.687 %¶
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Equity now: -----------------------------> 51539.11 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48339.95 Kr¶
PnL: ---------------------------------------> -747.62 Kr¶
DD now: ---------------------------------> -0.78 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-31 12:59:58.680261'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | 0.160000 | 3385.800000 | 205.800000 | 6.470000 | 3180.000006 |
| HMS Networks | 2 | -2.300000 | 764.000000 | 91.000000 | 13.520000 | 673.000000 |
| Nordea Bank Abp | 29 | -0.280000 | 3525.240000 | 71.240000 | 2.060000 | 3453.999992 |
| HEBA B | 70 | -1.030000 | 2695.000000 | 59.000000 | 2.240000 | 2636.000010 |
| Swedbank A | 3 | 2.390000 | 605.100000 | 41.100000 | 7.290000 | 564.000000 |
| Resurs Holding | 22 | 0.580000 | 612.480000 | 38.480000 | 6.700000 | 573.999998 |
| SAAB B | 8 | -0.350000 | 3415.200000 | 38.200000 | 1.130000 | 3377.000000 |
| MedCap | 2 | -1.080000 | 458.000000 | 37.000000 | 8.790000 | 421.000000 |
| AcadeMedia | 12 | -0.320000 | 592.560000 | 35.560000 | 6.380000 | 557.000004 |
| Fasadgruppen Group | 38 | 1.480000 | 4172.400000 | 31.400000 | 0.760000 | 4140.999992 |
| Samhällsbyggnadsbo. i Norden B | 20 | -1.070000 | 379.000000 | 24.000000 | 6.760000 | 355.000000 |
| Intrum | 4 | 0.560000 | 542.400000 | 15.400000 | 2.920000 | 527.000000 |
| Eastnine | 4 | -0.480000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| OEM International B | 7 | -2.040000 | 537.600000 | 9.600000 | 1.820000 | 527.999997 |
| Karnov Group | 9 | 0.000000 | 543.600000 | 7.600000 | 1.420000 | 536.000004 |
| Norva24 Group | 16 | -1.440000 | 547.200000 | 4.200000 | 0.770000 | 543.000000 |
| Creaspac SPAC | 6 | 0.000000 | 580.200000 | 3.200000 | 0.550000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.000000 | 246.720000 | 0.720000 | 0.290000 | 246.000000 |
| Securitas B | 6 | -1.530000 | 570.240000 | 0.240000 | 0.040000 | 570.000000 |
| Handelsbanken A | 5 | 0.460000 | 545.750000 | -0.250000 | -0.050000 | 546.000000 |
| Coor Service Management Hold. | 8 | -0.230000 | 530.000000 | -2.000000 | -0.380000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -2.910000 | 559.650000 | -2.350000 | -0.420000 | 562.000005 |
| Midsona B | 63 | -3.170000 | 576.450000 | -6.550000 | -1.120000 | 582.999984 |
| Corem Property Group B | 59 | -2.180000 | 568.760000 | -8.240000 | -1.430000 | 576.999999 |
| Boozt | 12 | -0.510000 | 1636.800000 | -17.200000 | -1.040000 | 1653.999996 |
| Sampo Oyj SDB | 7 | -0.270000 | 3822.000000 | -28.000000 | -0.730000 | 3850.000000 |
| Essity B | 2 | -1.050000 | 544.200000 | -29.800000 | -5.190000 | 574.000000 |
| CTEK | 13 | -2.030000 | 496.210000 | -37.790000 | -7.080000 | 533.999999 |
| International Petroleum Corp. | 5 | -3.240000 | 552.000000 | -42.570000 | -7.160000 | 594.565215 |
| Vivesto | 1368 | 0.240000 | 569.090000 | -43.910000 | -7.160000 | 612.999432 |
| Essity A | 4 | -1.440000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.780000 | 2986.200000 | -97.800000 | -3.170000 | 3083.999994 |
| OX2 | 22 | -0.190000 | 1778.700000 | -210.300000 | -10.570000 | 1989.000002 |
| Axfood | 15 | -0.260000 | 4035.000000 | -265.000000 | -6.160000 | 4300.000005 |
| Ovzon | 64 | -2.410000 | 3372.800000 | -623.200000 | -15.600000 | 3996.000000 |
| TOTAL | 48339.950000 | -747.620000 | -0.7802% | 49087.564636 |
Updated:¶
'2023-01-31 13:00:12.274057'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
